George Soros’s UGI UGI Stock Holding History

George Soros’s Portfolio UGI Stock Details UGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-11,500	Closed	-$540K	–	285
2017 Q4	$540K	Buy	+11,500	New	+$550K	0.01%	163

Other funds holding UGI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

CBOA

Commonwealth Bank of Australia Sydney, NSW, Australia $355M AUM

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

George Soros's UGI Position: Q1 2018 in Review

George Soros sold out of UGI (UGI) in Q1 2018, closing a stake of 11,500 shares — an estimated $540K sold.

George Soros first reported a position in UGI in Q4 2017 and held it in 1 quarter. The position peaked at $540K in Q4 2017. 449 funds tracked by Wall St. Rank hold UGI as of Q1 2018.

George Soros reported no remaining UGI position as of Q1 2018 after selling out during the quarter.
George Soros sold 11,500 UGI shares in Q1 2018, an estimated $540K.
George Soros first reported a position in UGI in Q4 2017 and held it in 1 quarter.
George Soros's UGI position peaked at $540K in Q4 2017.
449 funds tracked by Wall St. Rank held UGI as of Q1 2018.

Based on Soros Fund Management's 13F filing for Q1 2018, filed 15 May 2018.